SELF-MANAGED SUPERANNUATION FUNDS
Superannuation
The proposed ban on off-market related party transfers for self-managed superannuation funds (SMSFs) "goes against the grain of a simplified superannuation system", accor...
Superannuation
Investec banking specialist Gareth Bird said the demand for more cash products has led the company to expand its cash investment options for retail investors....
Superannuation
The Government’s Stronger Super package has generated a mixed response from the industry....
Superannuation
With the Government expected to release its Stronger Super formula, it has been urged to thereafter stop tinkering with super policy....
People & Products
Matthews Steer Chartered Accountants has announced a boost to its accounting and financial planning teams with two senior appointments....
Superannuation
ATO signals it is closely monitoring re-reporting and the rules around life superannuation capital gains tax and excess contributions tax....
Superannuation
The latest APRA data confirms the dominance of SMSFs in terms of assets held....
Superannuation
The superannuation industry has posted an overall rate of return of -0.9 per cent for the June 2011 quarter, following three successive quarters of positive returns, acco...
Superannuation
SMSF trustees have been finding property investment increasingly appealing in recent months. Dan Butler and Nathan Papson list a number of practical considerations which ...
People & Products
Financial planning group Omniwealth has appointed a new director, Matthew Kidd, as part of the firm's plan to drive business growth and diversification. ...
Superannuation
The number of people who are leaving industry super to establish self-managed superannuation funds (SMSFs) has been steadily increasing since 2004, according to new Vangu...
Superannuation
With cash balances in self-managed superannuation funds hitting new highs, there are signs that investors are treating cash as a distinct asset class rather than a place ...
Policy & Regulation
The Government has delivered the first draft of its FOFA legislation, confirming the two-year opt-in and a proposed ban on asset-based fees with respect to gearing....
Financial planning
While the Future of Financial Advice is the immediate concern for wealth managers, rapid changes in technology may have a more telling long-term impact....
Financial planning
The Government’s changes to the ECT regime add to the compliance burden, despite the ATO doing the heavy lifting. ...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...